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Technology Stocks : How high will Microsoft fly?
MSFT 512.00+0.1%10:37 AM EST

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To: JP Sullivan who wrote (27884)8/5/1999 10:01:00 PM
From: jhg_in_kc  Read Replies (1) of 74651
 
Anyone has arguments in favour of AOL? I'd like to hear them OK HERE GOES.
MSFT is an operating systems company or that it is what it tells the Dept. of Justice. Is it now saying that the provision of internet service is essential to its key business, Window's software.
This is nonesense. It got into the mess it is in by using its monopoly on the desktop to give away a free icon to a search engine/internet portal and put Netscape out of business.
Do you think it will be allowed now tonot just expand Windows to connect to the net but actually offer free internet service to the home. This is brazenly going into a whole new business.
It transforms MSFT from selling something like still photography to a new business of providing motion pictures and without any costs. Only a monopoly with a monopoly's monies can do this and hopefully it is illegal. (I have not yet read the WSJ article)

AOL has a very loyal customer base, particlarly in its ICQ and other chat rooms. AOL is a dynamic company and will ally itself with whomever it must. The SUn alliance once clailmed last Novemebver that its goal was to circumvent the need for MSFT thru Java software from Sun so that the Internet not the desktop provides the computer dial tone. Why load MSFt Windows onto your computer via a CD and pay hundreds of dollars when you can get access to the Internet and other software simply by turning your computer on and linking to the megasevers of AOL?SUNw where all the operating systems you need reside.
It is not over until it is over. As I type this I am aware that Bill Gates has "backed off" the free ISP strategy.

A third point" MSFT will be regraded as Avis (or worse) to AOL's Hertz. There is also YHOO and ATHM who do not wish to be renedered obsolete or swallowed up.

Let the battles continue. These are some arguments for AOL. I am sure there are others.
jhg
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